Fiduciary Consulting & Tax Services, PLLC
18168 60th Pl NE
Kenmore, WA 98028, US
Paul is currently manager of his firm Fiduciary Consulting and Tax Services PLLC, founded in 2020 after an extended career as a Tax Officer and then Trust Officer in several Wealth Management Divisions of Financial firms. Paul is a licensed CPA in the state of Washington and received his undergraduate B.A. degree from Seattle Pacific University and a Masters in Taxation from Golden Gate University. His interest in advising clients in regard to Social Security led to additional studies to become a Registered Social Security Analyst (RSSA). In the past, Paul has been active in the professional and charitable organizations and has served as a board member for Washington Planned Giving Council, served as past president and board member for Vision House, and past president and board member of Wesley Homes Foundation. Paul and his wife have four grown children and live in the Kenmore area of Greater Seattle.
Most People Leave Money on the Table
Very few people get all the Social Security they deserve.
The average household is losing $111,000 in potential income.
Social Security gives you one chance to get it right – forever.
Maximize Your Benefits
Discover important information for your situation.
If you are married, you may be able to collect up to one-half of your spouse’s Social Security benefit. This won’t affect your spouse’s checks. Ask an RSSA® for details.
If you are divorced and 62 or older, you may qualify to receive Social Security benefits from your ex-spouse — in addition to your own Social Security payments. Ask an RSSA® for details.
If your spouse has passed away, you may be eligible for a survivor benefit. The extra money may be essential for you. Ask an RSSA® for details.
If you are single, and solely responsible for your retirement, making the optimal Social Security claiming decision is particularly important. Ask an RSSA® about your options.
As a self-employed person, you may be able to decrease your payroll taxes — yet still receive the maximum income from Social Security. Ask an RSSA® for details.
Social Security can provide valuable disability benefits if you qualify, but these benefits — and how you qualify for them — are often misunderstood. Ask an RSSA® for details.